WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 182 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,272 | +49.5% | 4,562 | +47.1% | 0.03% | +50.0% |
| Q1 2023 | $142,022 | +15.8% | 3,102 | +11.2% | 0.02% | +5.9% |
| Q4 2022 | $122,677 | +4.0% | 2,789 | -6.3% | 0.02% | -10.5% |
| Q3 2022 | $118,000 | -4.1% | 2,975 | +8.3% | 0.02% | 0.0% |
| Q2 2022 | $123,000 | -16.3% | 2,748 | -0.7% | 0.02% | -13.6% |
| Q1 2022 | $147,000 | +1.4% | 2,767 | +0.9% | 0.02% | +4.8% |
| Q4 2021 | $145,000 | 0.0% | 2,743 | +1.4% | 0.02% | -4.5% |
| Q3 2021 | $145,000 | +14400.0% | 2,704 | +26940.0% | 0.02% | – |
| Q2 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 10 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 10 | -85.7% | 0.00% | -100.0% |
| Q4 2019 | $3,000 | – | 70 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 592,267 | $27,629,000 | 9.16% |
| Crestwood Advisors Group, LLC | 489,865 | $22,852,000 | 4.01% |
| 3D ASSET MANAGEMENT, INC | 260,126 | $12,135,000 | 3.94% |
| TOMPKINS FINANCIAL CORP | 287,056 | $13,391,000 | 3.74% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 73,418 | $3,425,000 | 3.46% |
| LVM CAPITAL MANAGEMENT LTD/MI | 161,923 | $7,554,000 | 2.84% |
| KINGS POINT CAPITAL MANAGEMENT | 145,049 | $6,767,000 | 2.60% |
| America First Investment Advisors, LLC | 109,727 | $5,119,000 | 2.56% |
| Efficient Advisors, LLC | 211,210 | $9,853,000 | 2.53% |
| JOHNSON INVESTMENT COUNSEL INC | 1,337,175 | $62,379,000 | 2.49% |